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Document Insertion

Sends the amendment term of an amendment in pending_document. Once the document is received, the amendment moves to pending_approval.

It is only accepted when the amendment pipeline requires a document (amendment_configuration.requires_document: true). In a pipeline that does not require a document, the API returns AAM000038.

Available on
ProfileHostRequired permission
Consultantconsultant-apiBatches
Assignorassignor-apiWrite

Base URL for each host: Environments (Hosts).

Manager

manager-api does not expose this endpoint. See what to do with a manager's amendment stuck in pending_document in Amendment Request Creation.

Request​

ENDPOINT
/asset_amendment/fund_class/FUND_CLASS_KEY/amendment_configuration/AMENDMENT_CONFIGURATION_KEY/asset_amendment/ASSET_AMENDMENT_KEY/document
METHOD
POST
Request Body
{
"document_type": "amendment_term",
"document_b64": "JVBERi0xLjQKJcOkw7zDtsOfCjIgMCBvYmoKPDwvTGVuZ3RoIDMgMCBSPj4Kc3RyZWFtCg=="
}

Body Params​

FieldTypeDescription
document_type *stringDocument type. Only accepted value: amendment_term
document_b64 *stringPDF file of the amendment term, encoded in Base64

Response​

STATUS
201

The response is the updated amendment, in the same format as the request creation.

Response Body
{
"asset_amendment_key": "a914aac6-93ff-45ee-8574-f4dbaf6c0642",
"status": "pending_approval",
"amendment_type": "all_contract",
"amendment_configuration": {
"amendment_configuration_key": "5f0d3a52-8c1e-4b8e-9a51-2f6a8f0c1d22",
"fund_class": {
"fund_class_key": "<fund_class_key>",
"document_number": "11.222.333/0001-81",
"name": "FUNDO EXEMPLO FIDC",
"manager": {
"manager_key": "<manager_key>",
"document_number": "22.333.444/0001-81",
"manager_name": "GESTORA EXEMPLO LTDA"
},
"accounting_date": "2024-04-01"
},
"requires_document": true
},
"asset_type": "ccb",
"asset_key": "0b6f6c55-5d1b-4b6e-8f3a-6c1f0f7f2b10",
"amendment_date": "2024-04-01",
"asset_external_id": "931e9437-d025-41ab-bb53-6b94e10fd361",
"source": "api_integration",
"status_history": [
{
"status": "pending_document",
"event_datetime": "2024-04-01T13:02:45Z"
},
{
"status": "pending_approval",
"event_datetime": "2024-04-01T13:10:02Z"
}
]
}

Errors​

StatusCodeWhen it happens
400AAM000038The amendment pipeline does not require a document
400AAM000026document_type other than amendment_term
400AAM000025document_b64 is not valid Base64
404AAM000009Amendment not found for this fund and this pipeline

Authentication, permission and host errors: see API errors.